TOP 30 Senior financial planning in Pennsylvania

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Kimberly St Pierre - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Kimberly St Pierre holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, and exit planning. With a focus on providing comprehensive and personalized financial planning services, Kimberly St Pierre is dedicated to helping clients achieve their financial goals and aspirations.

Bruce Kunkle, a Financial Advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street, Conshohocken, Pennsylvania, United States, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Bruce Kunkle is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment opportunities. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Bruce Kunkle has the knowledge and expertise to help you achieve your financial goals. Contact Bruce Kunkle today to learn how he can assist you in making informed financial decisions.

Robyn Rose - Financial Advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Robyn provides investment recommendations and portfolio analysis to help you achieve financial success. Regular meetings and progress tracking ensure that your financial strategy evolves with your life changes. Access your accounts and investments securely from any device, and schedule a complimentary initial consultation to learn more about how Robyn can assist you in reaching your financial goals. With a commitment to client satisfaction and a dedication to helping you build a more secure financial future, Robyn Rose is ready to support you every step of the way. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Merrill Lynch Financial Advisor J. Norman Deitrich, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, is a finance institution that prides itself on providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors," the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team, led by J. Norman Deitrich, is committed to helping clients achieve their financial goals, focusing on family, priorities, and goals as they evolve over time. The Adolph Group, led by William F. Adolph III, offers customized wealth management solutions backed by Merrill's global investment insights and Bank of America's banking products.

Merrill Lynch Financial Advisor Robert J. McKiernan, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution that primarily works with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country. They focus on exploring seven priorities with clients, including managing healthcare expenses, home investments, family care, leisure activities, charitable giving, work in retirement, and financial goals. The institution collaborates with other trusted professionals to help clients pursue their goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Services offered include asset allocation, investment management, traditional and alternative investment selection, bank financing, trust and estate planning, and cash flow management.

Merrill Lynch Financial Advisor Daniel P. McKiernan is a finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in working with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country, the institution focuses on seven key priorities: Health, Home, Family, Leisure, Giving, Work, and Finance. They offer services such as Asset Allocation, Investment Management, Traditional and Alternative Investment Selection, Trust and Estate Planning, and Cash Flow Management. With a team of experienced professionals, Merrill Lynch aims to provide personalized wealth management strategies tailored to each client's unique goals and financial situation. Recognized by Forbes as "Best-in-State Wealth Advisors," Merrill Lynch Financial Advisor Daniel P. McKiernan is committed to delivering exemplary client service and helping clients achieve their financial objectives.

LTC Financial Partners is a leading finance, health, and insurance agency located at 3300 Darby Road in Haverford, Pennsylvania, United States. With a dedicated team of experts, LTC Financial Partners specializes in providing comprehensive long-term care planning and insurance solutions to help individuals and families protect their financial future. Whether you are looking for guidance on retirement planning, health care options, or insurance coverage, LTC Financial Partners is committed to providing personalized and professional services to meet your specific needs. Contact us today to learn more about how we can help you secure a stable and secure future.

Merrill Lynch Financial Advisor Elizabeth A Lammers is a finance institution located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States. The team at Merrill Lynch is deeply experienced and passionate about advocating for financial wellness, prioritizing helping clients create a benefits experience that prepares them for retirement and their financial futures. The team includes Senior Vice President Senior Financial Advisor Thomas F. Helmig, First Vice President Senior Financial Advisor Elizabeth A. Lammers, and First Vice President Wealth Management Advisor Matthew T. Colflesh. They are committed to providing customized wealth management solutions tailored to each client's goals and priorities. With a focus on community involvement and personalized financial planning, Merrill Lynch aims to help clients achieve their financial goals and navigate the complexities of the financial markets. By understanding each client's unique situation and aspirations, Merrill Lynch Financial Advisor Elizabeth A Lammers and her team offer personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.

Merrill Lynch Financial Advisor Maria C Pizzini is a Senior Financial Advisor located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Maria specializes in providing comprehensive wealth and investment management for individuals, families, and small businesses, with a focus on the equine and healthcare industries. With a unique perspective and personalized approach, Maria takes the time to understand her clients, their financial situations, and what matters most to them. She then creates customized wealth management strategies that are flexible and adaptable to changing needs and market conditions. Outside of work, Maria enjoys reading, writing, spending time with her family (both fur and human), and educating younger generations about personal finance. She is actively involved in the horse community as an avid equestrian, attending shows across the East Coast, competing in the jumper ring, and volunteering for the Devon Horse Show.

Timothy Sabol is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 North 18th Street, Philadelphia, Pennsylvania, United States. He holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. Timothy Sabol is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical and fiduciary practices.

Gerard C Lemly is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 865 Easton Road, Warrington, Pennsylvania, United States. Gerard C Lemly holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Gerard C Lemly's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Gerard C Lemly is dedicated to helping clients make informed decisions and achieve their financial goals through personalized wealth management strategies.

Merrill Lynch Financial Advisor Samantha Guarnaccia is a reputable finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in serving High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives nationwide, the institution focuses on addressing seven key priorities with clients: Health, Home, Family, Leisure, Giving, Work, and Finance. By collaborating with trusted professionals and leveraging the resources of Merrill and Bank of America, the institution offers services such as Asset Allocation, Investment Management, Trust and Estate Planning, and Cash Flow Management. Recognized for their exemplary client service, the advisors at Merrill Lynch have been featured in Forbes' "Best-in-State Wealth Advisors" rankings multiple times. Committed to building strong client relationships based on trust and personalized service, the institution offers tailored wealth management strategies to help clients achieve their financial goals. With a focus on staying informed about changes in clients' lives and financial markets, the institution aims to provide ongoing support and guidance to help clients navigate their financial journey. Partnering with Merrill Lynch Wealth Management Advisors means gaining access to personalized investment strategies and comprehensive financial solutions to address individual needs and priorities.

Ari Marc Frazer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Ari Marc Frazer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Ari Marc Frazer offers specialized services for domestic partnerships, seniors, divorce financial analysis, estate planning, and exit planning. With a commitment to ethical standards and continuing education, Ari Marc Frazer provides comprehensive financial planning services to individuals and businesses.

Jane Berryman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 North 18th Street in Philadelphia, Pennsylvania, United States. Jane Berryman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This demonstrates her expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Jane Berryman is dedicated to helping clients make informed decisions and achieve their financial goals.

May Lai is a Financial Advisor at Ameriprise Financial Services, LLC located at 865 Easton Road, Warrington, Pennsylvania, United States. May Lai holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. May Lai specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. May Lai is dedicated to helping clients achieve their financial goals and make informed decisions.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Prudential | Ed Birk | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1100 Horizon Drive in Chalfont, Pennsylvania. Specializing in life insurance and a wide range of financial services, their team of professionals is dedicated to helping clients secure their financial future. With a commitment to personalized service and expertise in the industry, Prudential | Ed Birk is a trusted partner for individuals and families looking to protect their assets and plan for the future.

At Merrill Lynch Financial Advisor BRITTANY L. STIVALE, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, you will find insights, observations, and ideas to help you achieve your financial goals. Brittany Stivale offers personalized financial planning centered on your goals and tailored to what you want to achieve. As a non-traditional financial advisor, Brittany provides investment advice, guidance, and wealth management strategies, as well as covering current topics such as portfolio theory, active management, and socially responsible investing. Brittany's approach is fun, relatable, and informative, focusing on education and compassion. With a background in finance and professional designations including AAMS, AWMA, and CRPC, she is dedicated to helping clients organize and simplify their financial lives. Brittany's personalized approach has helped her build a successful business from scratch, working with a diverse range of clients to help them achieve their financial goals.

Brian Lucas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2300 Lincoln Highway, Langhorne, Pennsylvania, United States. Brian holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on asset management, estate planning, retirement planning, investment strategies, and insurance products, Brian is dedicated to helping clients achieve their financial goals. Contact Brian Lucas at Ameriprise Financial Services for expert financial advice and personalized wealth management solutions.

Merrill Lynch Financial Advisor Joseph Flotteron, located at 1040 Stony Hill Road in Yardley, Pennsylvania, is dedicated to building strong client relationships based on trust and personalized service. The Flotteron Group believes in teamwork and involvement, delivering financial advice through their advisors and wealth management client associates. They have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their mission is to understand each client's individual needs and goals, helping them design and implement personalized financial plans to manage investment risk and pursue financial success. The team at Merrill Lynch believes in helping clients achieve their goals by providing thoughtful advice and guidance at each step of the financial planning process. With a focus on potential solutions and personalized approaches, they strive to turn clients' goals into reality. The team has received recognition from publications such as Forbes and Barron's for their exemplary client service. Each member of the team, including Wealth Management Advisor Steve Walker and Senior Financial Advisor Harish Pasupuleti, is committed to developing deep relationships with clients to understand their unique situations and provide tailored financial solutions. Merrill Personal Wealth Analysis™ is available to help clients build and document personalized plans centered on their goals. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them, adapting their financial approach to changes in both life and the financial markets.

Christopher R. VanDusen - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1 Logan Square in Philadelphia, Pennsylvania. As a seasoned financial advisor, Christopher R. VanDusen provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Christopher R. VanDusen offers expert guidance on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your assets or secure your financial future, Christopher R. VanDusen - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Andrew D Heckenberger is a finance institution located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States. With a focus on managing your wealth, Andrew Heckenberger provides personalized wealth management strategies tailored to your goals and priorities. As a Registered Senior Wealth Management Client Associate, he offers access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in building strong client relationships based on trust and personalized service, and he is dedicated to helping you pursue your financial goals. By understanding your unique needs and priorities, Andrew Heckenberger can create a customized financial approach designed to help you achieve your aspirations. With a focus on ongoing communication and adjustments to your financial plan as needed, he is committed to helping you stay on track to reach what matters most to you. Whether you are planning for retirement, saving for a home, or considering passing on your wealth to future generations, Andrew Heckenberger is here to guide you every step of the way. Invest with confidence knowing that Andrew Heckenberger is registered to do business in multiple states and is dedicated to helping you live your best financial life.

LTC Financial Partners is a leading finance, health, and insurance agency located at 2200 Arch Street in Philadelphia, Pennsylvania. With a focus on long-term care planning, LTC Financial Partners offers expert guidance and personalized solutions to help individuals and families prepare for the future. Their team of experienced professionals is committed to providing top-notch service and support to clients, ensuring peace of mind and financial security. Contact LTC Financial Partners today to learn more about their comprehensive services and how they can help you plan for your long-term care needs.

Exeter Senior Living Apartments is a vibrant community located at 222 Schooley Avenue in Exeter, Pennsylvania. Our 1-bedroom apartments are available for $834 per month in Luzerne County, PA. Rent includes electric, heat, water, sewer, and trash removal, making it a convenient and affordable option for seniors. At Exeter Senior Living Apartments, we are committed to creating thriving communities where every resident can reach their full potential and lead fulfilling lives. Our Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to our mission of providing affordable housing. Our Chief Operating Officer, Tammie Fitzpatrick, leads the organization's strategic planning and implementation, ensuring that our residents have access to the support they need.

St. Catherine Manor Apartments, also known as Dunmore Senior Housing, is a community located at 5 Knox Road in Scranton, Pennsylvania. This institution offers affordable housing options with income limits and accepts Section 8 vouchers. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the mission of creating thriving communities where every resident can reach their full potential. The Chief Operating Officer, Tammie Fitzpatrick, leads the organization in strategic planning and development, while the Vice President of Resident Services, Debbie Gable, focuses on promoting economic mobility and wellness for residents. Residents at St. Catherine Manor Apartments are actively engaged in community-building activities such as creating community gardens, hosting health fairs, and participating in voter registration drives. The Resident Advisory Council provides a platform for residents to share their ideas and feedback, while the Resident Academy of Leadership & Inspiration offers training workshops to develop leadership skills. The institution also partners with local service providers and sponsors to create a welcoming and joyful living environment for all residents.

UPMC Health Plan, located at 100 State Street in Erie, Pennsylvania, is a health insurance agency that offers individual and family plans. Whether you're a member looking to manage your plan or a producer interested in working with us, we have options for you. Our focus is on helping our members live their healthiest lives, with access to top-ranked care, online health tools, award-winning customer service, and wellness programs. We are committed to member satisfaction, with our Medicare Advantage Plans ranking #1 in Pennsylvania. During the COVID-19 pandemic, we are ensuring all members have access to care and offering virtual urgent care visits through UPMC AnywhereCare. Our Health Break podcast provides valuable health and wellness information for our members. As a provider-led health plan, we are constantly innovating to control costs and improve health outcomes. Visit us to learn more about how UPMC Health Plan can work for you.

Senior Health and Wealth Benefits is a leading health and insurance agency located at 2903 Wilmington Road in New Castle, Pennsylvania, United States. We specialize in providing comprehensive health and wealth benefits to seniors, ensuring they have access to the best healthcare options and financial security in their golden years. Our experienced team is dedicated to helping seniors navigate the complex world of insurance and retirement planning, so they can enjoy peace of mind and a comfortable lifestyle. Visit us today to learn more about our services and how we can help you secure your health and wealth for the future.

CST Senior Insurance Services is a reputable health insurance agency located at 3897 Rynd Road in Cochranton, Pennsylvania, United States. Specializing in providing comprehensive insurance solutions for seniors, CST Senior Insurance Services offers personalized assistance and guidance to help individuals navigate the complexities of health insurance. With a team of experienced professionals, this institution is dedicated to helping seniors find the best coverage options that suit their specific needs and budget. Whether you are looking for Medicare plans, supplemental insurance, or long-term care coverage, CST Senior Insurance Services is committed to providing top-notch service and support to ensure peace of mind and financial security for all clients.

Your Senior Savior, LLC is an insurance agency located at 1703 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. We specialize in providing personalized insurance solutions for senior citizens, ensuring they have the coverage they need to protect themselves and their assets. Our experienced team is dedicated to helping seniors navigate the complex world of insurance, offering expert advice and guidance every step of the way. Trust Your Senior Savior, LLC to be your partner in securing your financial future.

C&C Financial Insurance is a trusted insurance agency located at 17 Woodspring Circle in Sellersville, Pennsylvania, United States. We provide a wide range of insurance products and services to meet the needs of our clients. Our experienced team of agents is dedicated to helping you find the right coverage for your unique situation. Whether you are looking for auto, home, life, or business insurance, we have you covered. Contact us today to learn more about how we can help protect what matters most to you.